Investments: Financial Synergies Wealth Advisors, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
566.375.592 $+34.026.398 $531.981.800 $+34.436.401 $497.545.399 $+59.659.268 $438.253.525 $+438.253.525 $
BANK OF AMERICA CORP /DE/BAC358.265.887 $+17.260.222 $341.005.665 $+21.672.612 $319.333.053 $+34.112.445 $285.220.608 $+285.220.608 $
BlackRock, Inc.BLK169.115.968 $+8.534.793 $160.581.175 $+9.556.275 $151.024.900 $+15.252.933 $135.771.967 $+135.771.967 $
EXXON MOBIL CORPXOM6.311.935 $+598.895 $5.713.040 $+263.081 $5.449.959 $-238.029 $5.687.988 $+5.687.988 $
APPFOLIO INCAPPF6.201.438 $+932.899 $5.268.539 $+808.763 $4.459.776 $-145.394 $4.605.170 $+4.605.170 $
CATERPILLAR INCCAT4.426.520 $+3.085.522 $1.340.998 $+256.421 $1.084.577 $+1.084.577 $
Walmart Inc.WMT3.396.444 $+374.108 $3.022.336 $+127.754 $2.894.582 $+2.894.582 $
CHEVRON CORPCVX2.568.805 $-6.278 $2.575.083 $+207.772 $2.367.311 $+1.383.950 $983.361 $+983.361 $
MICROSOFT CORPMSFT2.379.544 $+291.590 $2.087.954 $+110.684 $1.977.270 $+685.777 $1.291.493 $+1.291.493 $
UNITEDHEALTH GROUP INCUNH1.751.481 $-72.464 $1.823.945 $+182.473 $1.641.472 $+1.641.472 $
BERKSHIRE HATHAWAY INCBRK-B1.553.692 $+306.896 $1.246.796 $+30.913 $1.215.883 $+295.584 $920.299 $+920.299 $
JOHNSON & JOHNSONJNJ1.399.304 $+152.760 $1.246.544 $+230.548 $1.015.996 $+1.015.996 $
NVIDIA CORPNVDA1.382.790 $+113.982 $1.268.808 $+189.221 $1.079.587 $+643.118 $436.469 $+436.469 $
MICRON TECHNOLOGY INCMU1.315.741 $+1.315.741 $
AMAZON COM INCAMZN1.130.911 $+218.479 $912.432 $+26.417 $886.015 $+154.553 $731.462 $+731.462 $
ALPHA PRO TECH LTDAPT1.051.202 $+625.079 $426.123 $+169.743 $256.380 $+256.380 $
MCDONALDS CORPMCD923.017 $+11.957 $911.060 $+40.408 $870.652 $-31.447 $902.099 $+902.099 $
ISHARES GOLD TRUSTIAU778.502 $+83.475 $695.027 $+1.272 $693.755 $+28.981 $664.774 $+664.774 $
BOEING COBA530.208 $+21.712 $508.496 $-58.912 $567.408 $+567.408 $
CONOCOPHILLIPSCOP388.713 $-165 $388.878 $+25.161 $363.717 $-61.303 $425.020 $+425.020 $
PALATIN TECHNOLOGIES INCPTNT202.458 $-164.936 $367.394 $+367.394 $
JPMORGAN CHASE & COJPM357.500 $+10.942 $346.558 $-16.548 $363.106 $+117.685 $245.421 $+245.421 $
PROCTER & GAMBLE CoPG288.209 $+87.422 $200.787 $+200.787 $
Parker-Hannifin CorpPH234.999 $+27.213 $207.786 $+207.786 $
WESTERN DIGITAL CORPWDC215.960 $+215.960 $
MORGAN STANLEYMS204.364 $+594 $203.770 $+203.770 $
566.375.592 $+34.026.398 $531.981.800 $+34.436.401 $497.545.399 $+59.659.268 $438.253.525 $+438.253.525 $
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